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Click here or scroll down to respond to this candidateCandidate's Name
Street Address N. 49th St.Scottsdale,AZ Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEObjective: To achieve a rewarding career working with people providing life and health insurance products, where my personal, educational and professional experience can enhance and affect people in everyday life.Professional Profile:Licensed Agent in 25+ U.S. StatesLicensed to write Humana, Cigna, BCBS-Anthem, United Healthcare and Wellcare Customer service representative leadKnowledgeable in health plans (HMO/PPO)Proficient in multiple software systemsExperience in call center environmentExperience in performance based/sales environmentAbility to manage and lead teamsAbility to coordinate events and trainingExperience with data collection and input in systemsProficient Skills:Strong sales/enrollmentExperience understanding health insurance needs of customersCustomer assessment and consultationStrong communicationWorks well independently and as a teamExperience with Microsoft officeExperience with insurance systemsAbility to read, analyze and interpret insurance documentsEducationIndependent Licensed Life, Accident and Health Producer, Arizona (2018) Southwest Missouri State- 144 hrs earned toward B.S. Psychology/Public Relations AA English Trinity Valley CollegeIT CertificationEmployment ExperienceUSAA(contract)3/2024- present. Handle Inbound/Outbound calls.Understanding of customers needs/ listen.Use complex system to help with plan choice.Understands Medicare rules/regulations. Familiar with plan types(Hmo/Ppo/Pdp/ Med SupplementsAssurance IQ7/2023-2/2024. Inbound and Outbound call handling experience.Understand Medicare products: MAPD, Med Supplements and PDP plans..Medicare knowledge.Navigate Plan Information.Knowledge of Medicare RulesHPONE 9/22-11/22 Customer Service Agent Handled inbound/outbound calls Assisted customers with selecting a Health Insurance Policy through detailed analysis of customers needs. Use of multiple screens and systemsE-TelequoteHealth Insurance AgentPhoenix, AZ7/1/2019 7/1/2020 Assist with Training new agents on following Medicare guidelines1Stan Worthy Resume Lead sales team in enrollments Engage customers to collect information to understand health insurance needs and assist customer with appropriate health insurance plan. Assist customers with completing health insurance plan application Manage customer data profile for accuracyHP One (contract)Health Insurance ProducerGilbert, AZ7/2018-10/2018 Engage customers to collect information to understand health insurance needs and assist customer with appropriate health insurance plan. Assist customers with completing health insurance plan application Manage customer data profile for accuracyLiberty Mutual via AXISCustomer Representative:Phoenix, AZ5/2017-11/2017Under moderate supervision, provides timely, accurate and responsive information and service to policyholders and agents for limited Personal lines products, plans and programs. Independently solve problems of limited scope and complexity. Identifies, analyzes, and owns customer policy needs to ensure high customer satisfaction, growth and retention of business.Responsibilities: Provides excellent customer service by responding promptly to all inbound customer calls regarding personal lines policies, limited by geographic area and line. Builds rapport with each customer. Listens to customers' requests and inquiries. Works to retain policyholders who inquire about canceling through open listening, policy review of customer issues, and escalation to the appropriate team ifnecessary. Processes policyholder transactions accurately and within Customer Response Center established time standards. Interprets policy contracts to insured based on knowledge of Personal Insurance auto products. Identifies, understands and interprets customer needs to implement resolutions and makes recommendations for coverage enhancements. For features or products outside of auto, escalates the policyholder to the appropriate team. Understands aspects of billing systems as it pertains to policy coverage. Identifies and communicates transactions and impact to policy premium. Evaluates and makes decisions regarding exceptions to payment plan and fees. Makes alternate payment arrangements with customers and interacts with billing system to reflect arrangements. Places policy in follow-up and ensures adherence to arrangements2Stan Worthy Resumespecified. Manages and utilizes time effectively to ensure department meets required service levels for improved customer satisfaction results. Utilizes on-line reference materials to provide confident, accurate, and efficient information. Develops and maintains product, procedural and technical systems knowledge. Completes licensing and continuing education requirements. Utilizes technical systems, effectively and efficiently, including desktop, call center specific phone systems and the Internet.Worthy Institute, LLCProgram Manager:Phoenix, AZ5/2008-12/2016 Customer service leader/manager for programs and community resources Manage budget expenses and complete finance reports Facilitate public presentations and trainings Serve as Liaison to various government Departments Assist with program data collection and reporting Lead data collection and system input for programs3StanWorthy Resume |
